See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,132,167 | $167,307+576.7% | $143,757+687.6% | $134,475+741.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.05% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $29,543 | $5,619+425.8% | $4,951+496.7% | $4,740+523.3% |
| Participant deferral / active EE | $20,224 | $6,446+213.8% | $5,637+258.8% | $6,400+216.0% |
| Admin fee / account holder | $93,747 | $18,088+418.3% | $14,673+538.9% | $11,426+720.5% |